We launch vertical SaaS companies because they are the best and most vital companies we can build.
Vertical SaaS businesses are the best businesses an aspiring entrepreneur could start. They are risk-optimized, offering huge upside with a protected downside. They follow identifiable and replicable pathways to success. We know because we’ve used this playbook to build some of the most successful vertical SaaS companies in recent memory. If you want to build the next one with us, apply to our Founder Program.
Our team of private equity, venture capital and management consulting veterans thoroughly diligences every opportunity, helping to ensure the business has the potential to achieve venture-scale returns.
We review thousands of vertical opportunities annually, selecting ~10% for further consideration.
Over 100+ hours are spent speaking to customers and industry experts.
Our experienced investment committee approves each diligence.
Only $1B+ opportunities are given final approval.
Our team of seasoned investing professionals identifies venture-scale opportunities and ensures our founders attack them using time-tested measurement and reporting criteria.
While they initially target a niche industry, vertical SaaS companies have the potential to grow into massive businesses with exceptionally low churn, high net retention, and the best margins in software.
Clear product/market fit allows our companies to eat into the market share of clunky, legacy competitors and build a business with massive ARR and best-in-class net retention rates.
By reaching their customers’ customers and/or suppliers, moving into adjacent verticals, embedding fintech products, and layering in AI tools, our companies become business critical platforms on which whole industry ecosystems rely.
Our entire focus is on vertical SaaS businesses and what makes them successful. We intimately understand what it takes to build these companies, and are excited to share our insights with you.